Broker CRM. Software for Brokers and Financial Services Advisors.

A complete software kit for brokers

The WorksCRM software is the result of years of research and development with mortgage, financial services and insurance professionals , and built by industry experts who know what makes your business tick. It delivers a browser based solution for your client relationship management needs and money advice tools through leading edge technology.

Client Relationship Manager software platform for Financial, Investment & Loan Advisers

This is unique software in that it is the only intermediary/agent software that combines the very essence of client relationship management with an enterprise solution that allows brokers/agents to manage their business and its many processes over a wide range of products, including property, mortgages, financial services and an element of general insurance.

"We have been BCRM clients for more than 5 years. They have delivered significant benefits to our business by handling all aspects of the advice process. The easy-to-use calculators and quotation engines help us to quickly and efficiently search the market for products that meet our client's needs. The fact that the system links your client data with the calculators seamlessly makes it even easier."

John Mullane, Managing Director
GVM Mullane Financial Services

About BrokerCRM Ltd

Over 1,000 mortgage and financial services professionals use BrokerCRM software to see, manage and grow their businesses. The system enables advisors to grow their business in that it provides them with a clear view of their clients and makes them more efficient in compliantly advising clients in the areas of property, mortgages and financial services.